Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | VictoryShares Small Cap Free Cash Flow ETF · SFLO cheaper diff. adviser | 32% | 0.49% | Victory Capital Management Inc. |
| 2 | Global X U.S. Cash Flow Kings 100 ETF · FLOW cheaper diff. adviser | 30% | 0.25% | Global X Management Company LLC |
| 3 | Distillate Small/Mid Cash Flow ETF · DSMC cheaper | 29% | 0.55% | — |
| 4 | Bushido Capital US SMID Cap Equity ETF · RNIN | 26% | 0.68% | — |
| 5 | Gotham 1000 Value ETF · GVLU cheaper diff. adviser | 23% | 0.50% | Tidal Investments LLC |
| 6 | Alger Russell Innovation ETF · INVN cheaper diff. adviser | 23% | 0.55% | Fred Alger Management, Inc. |
| 7 | Pacer US Small Cap Cash Cows Growth Leaders ETF · CAFG | 21% | 0.59% | Pacer Advisors, Inc. |
| 8 | Harbor Mid Cap Value Fund · HAMVX, HRMVX, HIMVX, HNMVX diff. adviser | 20% | 0.77% | Harbor Capital Advisors, Inc. |
| 9 | Royce Quant Small-Cap Quality Value ETF · SQLV diff. adviser | 19% | 0.60% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 10 | Small-Cap Value Portfolio diff. adviser | 19% | 0.63% | Pacific Life Fund Advisors LLC |
| 11 | Abacus FCF Innovation Leaders ETF · ABOT cheaper | 18% | 0.39% | — |
| 12 | First Trust S&P 500 Diversified Free Cash Flow ETF · FCFY diff. adviser | 18% | 0.60% | First Trust Advisors L.P. |
| 13 | WisdomTree U.S. SmallCap Fund · EES cheaper diff. adviser | 17% | 0.38% | WisdomTree Asset Management, Inc. |
| 14 | Optimum Small-Mid Cap Value Fund · OASVX, OCSVX, OISVX diff. adviser | 16% | 1.24% | Macquarie Investment Management Business Trust |
| 15 | Alpha Architect U.S. Quantitative Value ETF · QVAL cheaper | 16% | 0.28% | — |
| 16 | Avantis U.S. Small Cap Value Fund · AVUVX, AVCNX cheaper | 15% | 0.00% | — |
| 17 | VOYA INDEX PLUS SMALLCAP PORTFOLIO · IPSIX, IPSSX diff. adviser | 15% | 0.60% | Voya Investments, LLC |
| 18 | Euclidean Fundamental Value ETF · ECML diff. adviser | 15% | 0.95% | Empowered Funds, LLC d/b/a EA Advisers |
| 19 | First Trust Active Factor Mid Cap ETF · AFMC diff. adviser | 15% | 0.68% | First Trust Advisors L.P. |
| 20 | Pacer US Large Cap Cash Cows Growth Leaders ETF · COWG cheaper | 15% | 0.49% | Pacer Advisors, Inc. |
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